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Fixed Income |
Large Cap Value |
Large Cap Growth |
Foreign |
Small Company |
Portfolio |
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| Morningstar Averages for the Universe |
n/a |
6.08% |
9.78% |
4.37% |
15.60% |
n/a |
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| Stable Value Option |
3.56% |
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| Wellington Core |
8.58% |
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| PRIMCO GIC |
3.88% |
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| Cash |
2.52% |
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| Dreyfus Cash Mgmt. Instl. |
0.13% |
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| Benchmark |
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| BC 1-3 yr. Govt./Treas. |
2.57% |
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| Equity Index Option (BGI – US Equity Index) |
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9.46% |
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| Benchmark |
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| Russell 3000 |
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9.51% |
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| Value Stock Option |
|
8.13% |
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| JP Morgan Large Cap Value (separately managed) |
|
4.10% |
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| CGM Focus |
|
9.51% |
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| Goldman Sachs Mid Value Instl. |
|
15.94% |
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| Neuberger Berman Partners |
|
6.26% |
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| T. Rowe Price Value |
|
6.55% |
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| BlackRock Value Index |
|
7.19% |
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| Benchmark |
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| Russell Price Driven (1000 Value) |
|
7.06% |
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| Growth Stock Option |
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13.41% |
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| Turner Mid Cap Growth |
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|
19.01% |
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| Marsico Focus |
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|
12.30% |
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| Wellington Mid Cap Opportunities |
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|
14.51% |
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| Primecap Odyssey Growth |
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|
10.18% |
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| T. Rowe Price Growth Stock |
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|
11.82% |
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| BlackRock Growth Index |
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|
10.59% |
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| Benchmark |
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| Russell Earnings Growth (1000 Growth) |
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|
10.62% |
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| International Stock Option |
|
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|
8.64% |
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| Amer Cent-20th Cent. Int’l Discovery |
|
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|
11.27% |
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| Amer Cent-20th Cent. Int’l Growth |
|
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|
5.33% |
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| Templeton Instl. Foreign |
|
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|
-1.23% |
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| Oppenheimer Intl Sm Co A |
|
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23.98% |
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| Thornburg Intl Value |
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|
7.22% |
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| Marsico Intl Opp |
|
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6.59% |
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| Dimensional Emerging Markets Value |
|
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|
12.70% |
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| Royce International Value |
|
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|
26.14% |
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| BlackRock Eafe Index |
|
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-0.25% |
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| Benchmark |
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| MSCI EAFE Net Dividend |
|
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-0.32% |
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| Diversified Small Company Stock Option |
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|
17.09% |
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| Royce Opportunity |
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21.48% |
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| Dimensional U.S. Micro Cap Portfolio |
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|
21.35% |
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| Third Avenue Sm Cap Value |
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9.10% |
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| Buffalo Small Cap |
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7.92% |
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| Brown Capital Mgmt. Small. Co. Instl. |
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14.04% |
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| BlackRock Small Company Index |
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17.50% |
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| Benchmark |
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| Russell 2000 Total |
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17.52% |
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| Retirement Model Portfolio |
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2.20% |
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| Benchmark |
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| Retirement Composite Index |
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3.34% |
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| Conservative Model Portfolio |
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|
6.14% |
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| Benchmark |
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| Conservative Composite Index |
|
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4.85% |
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| Moderate Model Portfolio |
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|
8.95% |
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| Benchmark |
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| Moderate Composite Index |
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6.70% |
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| Aggressive Model Portfolio |
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10.39% |
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| Benchmark |
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| Aggressive Composite Index |
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|
8.05% |
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